C3.ai, Inc.
AI- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001577526
In the last 90 days, C3.ai, Inc. insiders filed 0 open-market purchases and 10 sales; 320 institutions reported holding it in 13F filings for Q2 2026, worth $881.8M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in C3.ai, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 255
- +14 vs. Q3 2021
- Shares held
- 49.3M
- +2.67M (+5.7%) vs. Q3 2021
- Total value
- $1.54B
- −$620.0M (−28.7%) vs. Q3 2021
- New holders
- 75
- 92 more added
- Sold out
- 61
- 50 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 320 | $881.8M |
| Q1 2026 | 319 | $715.2M |
| Q4 2025 | 344 | $1.05B |
| Q3 2025 | 329 | $1.19B |
| Q2 2025 | 376 | $1.67B |
| Q1 2025 | 343 | $1.35B |
| Q4 2024 | 376 | $2.30B |
| Q3 2024 | 318 | $1.45B |
| Q2 2024 | 339 | $1.61B |
| Q1 2024 | 308 | $1.36B |
| Q4 2023 | 314 | $1.55B |
| Q3 2023 | 297 | $1.21B |
| Q2 2023 | 316 | $1.65B |
| Q1 2023 | 304 | $1.74B |
| Q4 2022 | 219 | $492.3M |
| Q3 2022 | 225 | $577.5M |
| Q2 2022 | 216 | $868.9M |
| Q1 2022 | 230 | $1.03B |
| Q4 2021 | 255 | $1.54B |
| Q3 2021 | 243 | $2.37B |
| Q2 2021 | 241 | $2.63B |
| Q1 2021 | 203 | $3.06B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $0 | 0.00% | +9 | New |
| Assetmark, Inc | 10 | $0 | 0.00% | +10 | New |
| Private Ocean, LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Leonteq Securities AG | 2 | $62 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 19 | $594 | 0.00% | +19 | New |
| BDO Wealth Advisors, LLC | 30 | $1.00K | 0.00% | −609−95.3% | Reduced |
| CNB Bank | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 19 | $1.00K | 0.00% | +4+26.7% | Added |
| Bogart Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $1.00K | 0.00% | +18 | New |
| Quadrant Capital Group LLC | 39 | $1.00K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Fortitude Advisory Group L.L.C. | 25 | $1.00K | 0.00% | +25 | New |
| TD Waterhouse Canada Inc. | 42 | $1.65K | 0.00% | +42 | New |
| NVWM, LLC | 61 | $2.00K | 0.00% | −375−86.0% | Reduced |
| FMR LLC | 68 | $2.00K | 0.00% | −19−21.8% | Reduced |
| First Manhattan Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 57 | $2.00K | 0.00% | +49+612.5% | Added |
| Huntington National Bank | 57 | $2.00K | 0.00% | +57 | New |
| Optimum Investment Advisors | 70 | $2.00K | 0.00% | +70 | New |
| Pacific Center for Financial Services | 62 | $2.00K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 69 | $2.00K | 0.00% | +69 | New |
| Crewe Advisors LLC | 100 | $3.00K | 0.00% | −250−71.4% | Reduced |
| BerganKDV Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $3.00K | 0.00% | +99 | New |
| Outfitter Financial LLC | 100 | $3.00K | 0.00% | +100 | New |
| Baillie Gifford & Co | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 129 | $4.00K | 0.00% | +129 | New |
| Covestor Ltd | 115 | $4.00K | 0.01% | +115 | New |
| Signaturefd, LLC | 175 | $5.00K | 0.00% | −50−22.2% | Reduced |
| Resources Management Corp | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 172 | $5.00K | 0.00% | +172 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| Banque Cantonale Vaudoise | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 205 | $6.00K | 0.00% | +205 | New |
| Manchester Capital Management LLC | 200 | $6.00K | 0.00% | +200 | New |
| PFS Partners, LLC | 200 | $6.25K | 0.00% | +200 | New |
| TCI Wealth Advisors, Inc. | 236 | $7.00K | 0.00% | +186+372.0% | Added |
| Parallel Advisors, LLC | 265 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 269 | $8.00K | 0.00% | +269 | New |
| Harbor Investment Advisory, LLC | 300 | $9.00K | 0.00% | −200−40.0% | Reduced |
| Spire Wealth Management | 300 | $9.00K | 0.00% | −50−14.3% | Reduced |
| Ogorek Anthony Joseph | 310 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 277 | $9.00K | 0.00% | +50+22.0% | Added |
| Ancora Advisors, LLC | 345 | $11.0K | 0.00% | −2,305−87.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 350 | $11.0K | 0.00% | −25−6.7% | Reduced |
| Corbenic Partners LLC | 375 | $12.0K | 0.00% | −77−17.0% | Reduced |
| Clearstead Advisors, LLC | 394 | $12.0K | 0.00% | +200+103.1% | Added |
| Koshinski Asset Management, Inc. | 500 | $15.6K | 0.00% | +500 | New |
| North Star Investment Management Corp. | 505 | $16.0K | 0.00% | −13−2.5% | Reduced |
| Allworth Financial LP | 500 | $16.0K | 0.00% | +500 | New |
| Sargent Bickham Lagudis LLC | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 698 | $22.0K | 0.00% | −194−21.7% | Reduced |
| American International Group, Inc. | 768 | $24.0K | 0.00% | +309+67.3% | Added |
| Central Trust Co | 800 | $25.0K | 0.00% | +800 | New |
| FNY Investment Advisers, LLC | 840 | $26.0K | 0.01% | +840 | New |
| AdvisorNet Financial, Inc | 1,035 | $32.0K | 0.00% | −965−48.3% | Reduced |
| Albion Financial Group | 1,025 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,140 | $36.0K | 0.00% | −229−16.7% | Reduced |
| Princeton Global Asset Management LLC | 1,200 | $38.0K | 0.01% | +1,200 | New |
| Eaton Vance Management | 1,550 | $48.0K | 0.00% | +1,210+355.9% | Added |
| Itau Unibanco Holding S.A. | 1,475 | $48.0K | 0.00% | +1,475 | New |
| Deutsche Bank AG | 1,596 | $50.0K | 0.00% | −77,646−98.0% | Reduced |
| Shell Asset Management Co | 1,682 | $53.0K | 0.00% | −26−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,789 | $56.0K | 0.00% | −1,841−50.7% | Reduced |
| Metropolitan Life Insurance Co | 1,917 | $59.9K | 0.00% | +808+72.9% | Added |
| Ellis Investment Partners, LLC | 2,015 | $62.0K | 0.01% | −200−9.0% | Reduced |
| Tevis Investment Management | 2,000 | $63.0K | 0.05% | +2,000 | New |
| Benjamin F. Edwards & Company, Inc. | 2,037 | $64.0K | 0.00% | +1,337+191.0% | Added |
| US Bancorp | 2,089 | $65.0K | 0.00% | +122+6.2% | Added |
| The PNC Financial Services Group, Inc. | 2,246 | $70.0K | 0.00% | −4,419−66.3% | Reduced |
| Federated Hermes, Inc. | 2,445 | $76.0K | 0.00% | +2,443+122,150.0% | Added |
| Gordian Capital Singapore Pte Ltd | 2,501 | $79.0K | 0.06% | +2,501 | New |
| Hershey Trust Co | 2,667 | $83.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,710 | $85.0K | 0.00% | +2,710 | New |
| Salem Investment Counselors Inc | 2,900 | $91.0K | 0.00% | +1,200+70.6% | Added |
| Evoke Wealth, LLC | 2,966 | $93.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,083 | $96.0K | 0.00% | +2,690+684.5% | Added |
| Permian Investment Partners, LP | 3,260 | $102.0K | 0.01% | +3,260 | New |
| Federation des caisses Desjardins du Quebec | 3,282 | $102.6K | 0.00% | +2,700+463.9% | Added |
| Creative Financial Designs Inc | 3,445 | $108.0K | 0.02% | −378−9.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,638 | $114.0K | 0.05% | −2,164−37.3% | Reduced |
| Advisors Asset Management, Inc. | 6,076 | $189.9K | 0.00% | +2,310+61.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,080 | $190.0K | 0.00% | +1,701+38.8% | Added |
| Tower Research Capital LLC (TRC) | 6,126 | $192.0K | 0.00% | +2,756+81.8% | Added |
| Rockefeller Capital Management L.P. | 6,467 | $202.0K | 0.00% | +2,795+76.1% | Added |